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Companies

Karl Dines exits SimplyBiz to launch IFA support business

Companies

Karl Dines exits SimplyBiz to launch IFA support business

Financial services veteran launches Open Door Policy

clock 04 June 2024 • 1 min read
Canaccord Genuity buys £900m Cambridge planning firm

Companies

Canaccord Genuity buys £900m Cambridge planning firm

Its acquisition of Cantab is expected to be completed in September

clock 03 June 2024 • 1 min read
Troubled SIPP provider enters administration and sells business

Companies

Troubled SIPP provider enters administration and sells business

Intelligent Money has transferred its pensions to Quai Investment Services

clock 29 May 2024 • 1 min read
FSCS admits timing of larger failures affected 2023/24 upheld claims

Companies

FSCS admits timing of larger failures affected 2023/24 upheld claims

‘Larger failures impacted the number of claims we were able to complete’

clock 28 May 2024 • 1 min read
FCA fines HSBC £6.2m over treatment of those in financial difficulty

Companies

FCA fines HSBC £6.2m over treatment of those in financial difficulty

Bank failed to consider circumstances when people had missed payments

clock 23 May 2024 • 1 min read
Advisers must mediate between generations in wealth transfer planning

Your profession

Advisers must mediate between generations in wealth transfer planning

Advisers need to work on deeper relationships with clients’ children

clock 21 May 2024 • 1 min read
The existential threat at the heart of Britain's biggest wealth manager

Companies

The existential threat at the heart of Britain's biggest wealth manager

Fees made St James's Place rich but now risk toppling the firm

clock 16 May 2024 • 10 min read
Macclesfield IFA declared failed for pension transfer advice

Companies

Macclesfield IFA declared failed for pension transfer advice

FSCS has so far had one claim against Chestergate Financial Services

clock 15 May 2024 • 1 min read
Three firms merge to form an advice business lifecycle agency

Companies

Three firms merge to form an advice business lifecycle agency

The Exit Partnership, Change Squared and AspireExec form ‘Melo’

clock 15 May 2024 • 2 min read
Simplybiz founder Ken Davy sells chunk of Fintel shares

Companies

Simplybiz founder Ken Davy sells chunk of Fintel shares

Non-exec director retains 23.8% of shares in the company

clock 14 May 2024 • 1 min read
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